Special Needs Planning Advisement

Lifetime Value Management offers financial planning services for special needs, investment advice, and provides workshops designed to assist families with a member who has special needs, professionals serving them, and nonprofit organizations supporting them.

Lifetime Value Management has developed a planning process for families with a member with special needs called Blueprints. It helps families navigate the confusing world of special needs planning. Lifetime Value Management is highly sought after and has conducted workshops and talks for families and professionals serving individuals with Down syndrome, autism, fragile X syndrome, and other intellectual and developmental disabilities.